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Ishares Tr dev val factor shares owned by Peninsula Wealth

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Peninsula Wealth from 13F filings

Historical chart of Peninsula Wealth investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Peninsula Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 120k 26.51
2023-09-30 $398k 16k 24.25

More positions owned by Peninsula Wealth

Snowflake Cl A (SNOW)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Oracle Corporation (ORCL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Peninsula Wealth

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor